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Ashley Marie Sajor

Shotwell Rutter Baer Inc

Lansing, MI

CRD 7645545

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Employer firm

Shotwell Rutter Baer Inc CRD 122789

$184M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Shotwell Rutter Baer Inc

6350 West Michigan Avenue Suite 200, Lansing, MI 48917 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-25
CA RA APPROVED 2024-02-12
HI RA APPROVED 2024-02-12
IN RA APPROVED 2024-02-12
MI RA APPROVED 2024-02-12
TX RA APPROVED 2024-02-12
  • FL RA
    APPROVED
    Since 2024-04-25
  • CA RA
    APPROVED
    Since 2024-02-12
  • HI RA
    APPROVED
    Since 2024-02-12
  • IN RA
    APPROVED
    Since 2024-02-12
  • MI RA
    APPROVED
    Since 2024-02-12
  • TX RA
    APPROVED
    Since 2024-02-12

Branch Locations

6350 West Michigan Avenue Suite 200, Lansing, MI 48917 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shotwell Rutter Baer Lansing MI 05/2022 Present
Shotwell Rutter Baer Lansing MI 05/2021 05/2022
Msu Library East Lansing MI 01/2019 05/2022
United Atlantic Insurance Key West FL 05/2019 06/2019
Quiet Storm Surf Shop Key West FL 03/2018 05/2018
Full Time Student Key West FL 03/2012 03/2018
Full Time Student East Lansing MI 05/2018 05/2019
  • 05/2022 → Present
    Shotwell Rutter Baer
    Lansing, MI
  • 05/2021 → 05/2022
    Shotwell Rutter Baer
    Lansing, MI
  • 01/2019 → 05/2022
    Msu Library
    East Lansing, MI
  • 05/2019 → 06/2019
    United Atlantic Insurance
    Key West, FL
  • 03/2018 → 05/2018
    Quiet Storm Surf Shop
    Key West, FL
  • 03/2012 → 03/2018
    Full Time Student
    Key West, FL
  • 05/2018 → 05/2019
    Full Time Student
    East Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-10
  • S65 Uniform Investment Adviser Law Examination
    2024-02-10

View on SEC IAPD

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Nearby Investors

LARRY ALAN MENGERINK
WILLIAM BEHNKE III
Adam William Eschtruth

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lansing, MI
PNC WEALTH MANAGEMENT LLC · LANSING, MI
EDWARD JONES · Lansing, MI

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